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May 05 | 2023
We Don’t Just Talk About the Market – Communicating with Clients During Volatile Times
A Q&A Brian Bucell, CFP®, managing partner of Crestview Capital Management In this series, we explore the ways Dynamic-affiliate advisors communicate with their clients during these uncertain times. Now, more than ever, is the time to not only reassure your clients, but also to stay out in front of them. The importance of thoughtful, frequent […]
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Apr 28 | 2023
Market Update: Buy the Rumor, Sell the News
Download the 4.28.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Generally Positive Earnings Surprises It’s hard to believe it’s been about six months since both the stock and bond markets bottomed out in early October. The rebound in the markets over the last six […]
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Apr 21 | 2023
This Earth Day, ‘Elevate’ (and Think ESG Investing)
Earth Day is Saturday, April 22, so celebrate by getting out and soaking up the great outdoors! At Dynamic, you could say every day is Earth Day when it comes to the great outdoors—we take our “elevate” message to heart. Our scenic, outdoor imagery is a reminder to wealth advisors to get out and enjoy […]
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Apr 14 | 2023
Market Update: Good News Is No Longer Bad News
Download the 4.14.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Strong Labor Market and Lower Inflation Ever since the Federal Reserve (Fed) began hiking rates to fight inflation, the market has been afraid of good economic data. The reasoning is that good data (such […]
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Apr 05 | 2023
We Don’t Just Talk About the Market – Communicating with Clients During Volatile Times
A Q&A with Jennifer Valdes, CFP®, principal of Financial Designs Wealth As a wealth advisor, your client communications skills are constantly put to the test given the unpredictable nature of the market. Just as one news cycle affecting the markets winds down, another whips up like a cyclone…Failed banks, Big Tech layoffs, Fed interest rate […]
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Mar 31 | 2023
Market Update: Banking March Madness
Download the 3.31.23 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Where is it safe to park your cash? There has been uncertainty over the past month about the stability of global cash networks which has created some fear about traditionally safe venues for safe […]
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